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XYPN Blog / XYPN Books (2)

Financial Advisors

HSA vs. FSA: What You Need To Know as an Advisor

HSA vs. FSA: What You Need To Know as an Advisor
Financial Advisors

XYPN Roundup: Our Top 10 Tax Blogs of 2021

XYPN Roundup: Our Top 10 Tax Blogs of 2021
Financial Advisors

A Breakdown of the 5 Tax Filing Statuses

A Breakdown of the 5 Tax Filing Statuses
Financial Advisors

Your 2021 (Tax) Year In Review from Your Team At XY Tax Solutions

Your 2021 (Tax) Year In Review from Your Team At XY Tax Solutions
Financial Advisors

Should You Make an S Corporation Election? Everything You Need To Know

Should You Make an S Corporation Election? Everything You Need To Know
Financial Advisors

The Ultimate 2021 Guide to Year-End Tax Planning as an Advisor

The Ultimate 2021 Guide to Year-End Tax Planning as an Advisor
Financial Advisors

What You Need to Know When Selling Your House from a Tax Perspective

What You Need to Know When Selling Your House from a Tax Perspective
Financial Advisors

Your Guide to Form 8606 as an Advisor

Your Guide to Form 8606 as an Advisor
Financial Advisors

Choosing a Small Business Retirement Plan from a Tax Perspective

Choosing a Small Business Retirement Plan from a Tax Perspective
Financial Advisors

What a Qualified Charitable Distribution (QCD) Means for Your Taxes

What a Qualified Charitable Distribution (QCD) Means for Your Taxes
Financial Advisors

Your Guide to Tax Preparation and Tax Planning as an Advisor

Your Guide to Tax Preparation and Tax Planning as an Advisor
Financial Advisors

Your Guide to Stock Compensation Plans and Taxes

Your Guide to Stock Compensation Plans and Taxes
Financial Advisors

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season
Financial Advisors

Roth Conversions: Everything You Need to Know as an Advisor

Roth Conversions: Everything You Need to Know as an Advisor
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